Marinelli Wealth Management is a team of financial advisors operating under the Raymond James platform, based in Naples, Florida. Their mission is to serve as a trusted advisor to a select group of clients, helping them build, manage, preserve, and transition their wealth. The group leverages the extensive resources and support of the national firm Raymond James while providing personalized, boutique-style service. They specialize in a range of services including financial planning, investment management, retirement planning, and estate planning, focusing on long-term client relationships.

Founded in

United States